POWER BI DAX EXPRESSIONS – Level 1 – PART – 7

DAX EXPRESSIONS – Level 1

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Purpose of Data Analysis Expressions (DAX): 


Understanding the purpose of DAX is essential for effective data analysis and modeling. Here’s how to practically grasp its significance:

Recognize that DAX is a formula language used for data modeling and calculations in Power BI and other Microsoft tools.

Understand that DAX enables you to create calculated columns, measures, and calculated tables to derive insights from data.

Scope of Usage with DAX. Usability Options: 


Exploring the scope and usability of DAX is crucial for leveraging its capabilities. Here’s how to practically navigate its scope:

Identify the various contexts in which DAX can be applied, including calculated columns, measures, and calculated tables.

Explore DAX usability options to perform calculations, aggregations, and complex data manipulations.

DAX Context: Row Context and Filter Context: 


DAX operates within specific contexts that impact calculations. Here’s how to practically understand and work with row and filter contexts:

Differentiate between row context, which evaluates expressions row by row, and filter context, which filters data based on user interactions.

Utilize DAX functions and techniques to control and manipulate these contexts for accurate calculations.

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DAX Entities: Calculated Columns and Measures: 


DAX involves working with calculated columns and measures, which are essential components of data modeling. Here’s how to practically handle these entities:

Create calculated columns to add new data columns to your tables based on DAX expressions.

Define measures to perform calculations and aggregations across your data, which are particularly useful in visuals.

DAX Data Types: Numeric, Boolean, Variant, Currency: 


DAX supports various data types, each with its specific usage. Here’s how to practically work with numeric, boolean, variant, and currency data types:

Utilize numeric data types for calculations involving numbers, such as integers and decimals.

Employ boolean data types for logical expressions, which result in true or false values.

Use variant data types for versatility in handling different data types within a single expression.

Handle currency data types for financial calculations involving monetary values.

Datetime Data Type with DAX. Comparison with Excel: 


Understanding date time data types and their comparison with Excel is essential for accurate time-based analysis. Here’s how to practically manage date time data with DAX:

Grasp the date time data type’s representation and usage in DAX for date and time calculations.

Differentiate between DAX’s date time functions and Excel’s date time functions for time-based operations.

DAX Operators & Symbols. Usage. Operator Priority: 


DAX operators and symbols play a vital role in building expressions. Here’s how to practically use these operators and understand their priority:

Familiarize yourself with DAX operators like arithmetic, comparison, text concatenation, and logical operators.

Be aware of the operator priority, which determines the order in which operators are applied in expressions.

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Parentheses, Comparison, Arithmetic, Text, Logic: 


Practically apply parentheses, perform comparisons, conduct arithmetic operations, handle text manipulation, and employ logical operations in DAX expressions:

Use parentheses to control the order of operations and ensure correct calculations.

Compare values and expressions to make conditional decisions.

Apply logical operations to evaluate conditions and return true or false results.

DAX Functions and Types: Table-Valued Functions: 


DAX offers a wide range of functions, including table-valued functions. Here’s how to practically work with these functions:

Understand the distinction between scalar functions and table-valued functions in DAX.

Utilize table-valued functions to return tables as results, which can be further used in data modeling and analysis.

Filter, Aggregation, and Time Intelligence Functions: 


DAX provides functions for filtering, aggregation, and time-based calculations. Here’s how to practically leverage these functions:

Apply filter functions to control the filter context and filter data based on specific criteria.

Use aggregation functions to summarize data, calculate averages, sums, counts, and more.

Harness time intelligence functions for time-based calculations like year-over-year comparisons and rolling averages.

Information Functions, Logical, Parent-Child Functions: 


Information functions, logical functions, and parent-child functions are important aspects of DAX. Here’s how to practically work with them:

Utilize information functions to gather information about data, such as data types and column names.

Apply logical functions for conditional expressions and logical operations.

Work with parent-child functions to navigate hierarchies and perform calculations in hierarchical data structures.

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Statistical and Text Functions. Formulas and Queries: 


Statistical functions, text functions, formulas, and queries are fundamental components of DAX. Here’s how to practically employ these elements:

Use statistical functions to perform statistical analysis on data, including mean, median, standard deviation, and more.

Manipulate text data using text functions for tasks like string concatenation, extraction, and formatting.

Create custom formulas and queries to address specific data modeling and analysis requirements.

Syntax Requirements with DAX. Differences with Excel: 


DAX has its own syntax requirements, and it differs from Excel. Here’s how to practically adhere to DAX syntax and understand its distinctions from Excel:

Follow DAX’s syntax rules for writing expressions, including correct function names and parameter usage.

Recognize the differences between DAX and Excel formulas, such as function names and referencing.

Naming Conventions and DAX Format Representation: 


Practically implement naming conventions and understand how DAX represents formats:

Apply consistent naming conventions for columns, measures, and other DAX entities to enhance readability and maintainability.

Comprehend how DAX represents formats and data types to ensure accurate calculations and formatting.

Working with Special Characters in Table Names: 


Handling special characters in table names is crucial for error-free data modeling. Here’s how to practically manage table names with special characters:

Avoid using special characters in table names to prevent potential issues in DAX expressions and data modeling.

Use valid naming conventions and replace special characters with appropriate alternatives.

Attribute / Column Scope with DAX – Examples: 


Understanding attribute/column scope is important for accurate data analysis. Here’s how to practically work with attribute/column scope using examples:

Identify attribute/column scope to determine the context in which calculations are performed.

Use practical examples to illustrate how attribute/column scope impacts DAX expressions.

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Measure / Column Scope with DAX – Examples: 


Understanding measure/column scope is essential for accurate data modeling. Here’s how to practically work with measure/column scope using examples:

Recognize measure/column scope to understand how calculations are isolated and reused.

Explore practical examples to demonstrate the impact of measure/column scope in DAX.

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